Quantum Financial Advisors Inc.

Quantum Financial Advisors Inc. (CRD# 113563) is a financial advisory firm headquartered in Rockville, MD. They manage $65,002,000 in 122 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $532,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, NV, VA

Financial Advisors at Quantum Financial Advisors Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Carol Rose Flaum
CRD#: 2242075
Pompano Beach, FL
93
Wealthminder
score

Carol Rose Flaum (CRD# 2242075) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pompano Beach, FL and has over 21 years of experience in the finance industry.

2
Howard R. Lodge
CRD#: 1420474
51 Monroe Street, Plaza West 6, Rockville, MD 20850
93
Wealthminder
score

Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 22 years of experience in the finance industry.

3
Andrew B. Martin
CRD#: 4484517
Las Vegas, NV
93
Wealthminder
score

Andrew Martin (CRD# 4484517) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Las Vegas, NV and has over 14 years of experience in the finance industry.

4
Elliot Noma
CRD#: 2086850
Metuchen, NJ
93
Wealthminder
score

Elliot Noma (CRD# 2086850) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Metuchen, NJ and has over 26 years of experience in the finance industry.

5
Steven Nunez
CRD#: 6431170
51 Monroe Street, Plaza West 6, Rockville, MD 20850
89
Wealthminder
score

Steven Nunez (CRD# 6431170) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

6
Joseph J. Schmelzle
CRD#: 6591250
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Joseph Schmelzle (CRD# 6591250) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has 1 year of experience in the finance industry.

7
Dingxun Shao
CRD#: 6379630
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Dingxun Shao (CRD# 6379630) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has 1 year of experience in the finance industry.

8
Joseph F. Rinaldi, Iii
CRD#: 1012144
51 Monroe Street, Plaza West 6, Rockville, MD 20850
78
Wealthminder
score
Joseph Rinaldi, Iii (CRD# 1012144) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 21 years of experience in the finance industry.
9
John McDonald
CRD#: 2142519
Pensacola, FL
68
Wealthminder
score

John McDonald (CRD# 2142519) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pensacola, FL and has over 5 years of experience in the finance industry.

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